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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 917 | 1037 | 1055 | 1269 | 1682 |
Fund Return | 3.73% | -8.34% | 3.73% | 1.8% | 4.88% | 5.34% |
Place in category | 427 | 517 | 427 | 146 | 217 | 134 |
% in Category | 62 | 72 | 62 | 24 | 36 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.87B | 24.94 | 8.90 | 13.07 | ||
BlackRock International Index Instl | 10.8B | 3.68 | 1.73 | 5.28 | ||
BlackRock International Index Inv A | 10.8B | 3.39 | 1.48 | 5.02 | ||
BlackRock Equity Dividend Instl | 10.31B | 9.74 | 5.89 | 9.07 | ||
BlackRock Global Allocation Inv A | 8.43B | 9.00 | 0.93 | 5.23 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard Total Intl Stock Index Adm | 72.9B | 5.14 | 0.67 | 5.06 | ||
Fidelity International Index Inst | 51.28B | 3.71 | 1.71 | 5.38 | ||
Fidelity Series Global ex US Index | 50.22B | 5.35 | 0.85 | 4.86 | ||
Strategic Advisers International I | 44.17B | 5.63 | 0.87 | 6.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.15 | 622.4 | +7.13% | |
ASML Holding | NL0010273215 | 1.87 | 700.70 | -2.04% | |
Nestle | CH0038863350 | 1.48 | 74.68 | -0.03% | |
AstraZeneca | GB0009895292 | 1.36 | 11,050.0 | +0.04% | |
SAP | DE0007164600 | 1.34 | 263.550 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Neutral |
Summary | Strong Buy | Neutral | Neutral |
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